by Ryan Douglas | Mar 29, 2023 | 2023, Blog, Business Owners, dental benefits, Family, Financial Planning, Individuals
On March 28, 2023, the Federal Government released their 2032 budget. This article highlights the following financial measures:New transfer options associated with Bill C-208 for intergenerational transfer.New rules for employee ownership trusts.Changes to how the...
by Ryan Douglas | Mar 1, 2023 | Blog, Business Owners, corporate, Family, financial advice, Financial Planning, incorporated professionals, Individuals, personal finances, Retirement, Tax
On February 28, 2023, the B.C. Minister of Finance announced the province’s 2023 budget. This article highlights the most important things you need to know about this budget.No Changes To Corporate or Personal Tax RatesThere are no changes to the province’s personal...
by Ryan Douglas | Dec 5, 2022 | 2022 Only, Blog, Individuals
The end of 2022 is quickly approaching – which means it’s time to get your paperwork in order so you’re ready when it comes time to file your taxes!In this article, we’ve covered four different major types of 2022 personal tax tips:Investment...
by Ryan Douglas | Dec 1, 2022 | Blog, Business Owners, Family, Individuals, Life Insurance
As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your insurance policy will need frequent re-evaluation...
by Ryan Douglas | Dec 7, 2021 | Blog, Individuals
The end of 2021 is quickly approaching – which means it is time to get your finances in order, so you are ready when it comes time to file your taxes. In this article, we cover four types of 2021 personal tax tips: Individuals Investment Considerations Families...
by Ryan Douglas | May 5, 2021 | Blog, Family, Individuals, Life Insurance
Before buying insurance from your bank to cover your mortgage, understand the difference between self owned mortgage life insurance and bank owned life insurance. The key differences are ownership, premium, coverage, beneficiaries and portability.Ownership:Self: You...
